Kapstone Financial Advisors LLC Energy Sector Spdr Transaction History

Kapstone Financial Advisors LLC

  • $201 Billion
  • Q2 2025

A detailed history of Kapstone Financial Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 5,632 shares of XLE stock, worth $478,325. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,632
Previous 7,953 29.18%
Holding current value
$478,325
Previous $743 Million 35.73%
% of portfolio
0.24%
Previous 0.42%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
SELL
$76.44 - $94.13 $177,417 - $218,475
-2,321 Reduced 29.18%
5,632 $478 Million
Q1 2025

Apr 11, 2025
SELL
$85.7 - $93.96 $14,054 - $15,409
-164 Reduced 2.02%
7,953 $743 Million
Q4 2024

Feb 06, 2025
SELL
$83.32 - $97.27 $360,858 - $421,276
-4,331 Reduced 34.79%
8,117 $728 Million
Q3 2024

Nov 06, 2024
SELL
$84.35 - $93.39 $115,053 - $127,383
-1,364 Reduced 9.88%
12,448 $1.09 Billion
Q2 2024

Aug 02, 2024
SELL
$88.04 - $98.08 $13,646 - $15,202
-155 Reduced 1.11%
13,812 $1.26 Billion
Q1 2024

May 13, 2024
SELL
$79.91 - $94.41 $75,594 - $89,311
-946 Reduced 6.34%
13,967 $1.32 Billion
Q4 2023

Feb 05, 2024
SELL
$81.2 - $91.96 $43,442 - $49,198
-535 Reduced 3.46%
14,913 $1.25 Billion
Q2 2023

Aug 08, 2023
SELL
$76.59 - $87.23 $56,982 - $64,899
-744 Reduced 4.59%
15,448 $1.35 Billion
Q1 2023

Apr 20, 2023
BUY
$76.97 - $93.11 $85,821 - $103,817
1,115 Added 7.4%
16,192 $1.41 Billion
Q4 2022

Feb 15, 2023
BUY
$76.09 - $94.08 $1.15 Million - $1.42 Million
15,077 New
15,077 $1.3 Billion

Others Institutions Holding XLE

# of Institutions
2,105
Shares Held
455M
Call Options Held
50.4M
Put Options Held
121M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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